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I found Friday's webinar encouraging and Kiran dealt with nearly all the questions I submitted. He was positive about future demand for lithium and I read the extract below in yesterday's FT that confirms his view. The immediate game changer will be BCN agreeing finance and EMH reaching agreement with Czech government.

Extract from FT
The competition in electric vehicles is also becoming increasingly fierce. A deluge of electric cars is
coming to market, both from established international manufacturers, and from the roughly 300
start-ups in China hoping to ride the rising demand for battery cars.
More than 200,000 public chargers are in China, of which more than half are high-speed
superchargers that can replenish the majority of a battery in under an hour. But Nio is also
planning to offer its own recharging services. As well as home charging for those with garages, it
plans to offer mobile charging vans, the ability to swap batteries quickly, and even a concierge
service that tows the cars away to charge and return them.
Its aim is that customers will “enjoy a level of convenience similar to or better than fuel charging”.

Conclusion. Little downside, current share price about value of stakes in BCN & EMH, and upside to value per KM of share of NPVs of about $150m.

Barksy . Thank you. I do think all negativity from some posters impacts on share price. If I felt that company was bad investment I'd sell and move on to another company.Why waste time on poor share? I also think that all the speculation about shorting is a waste ot time. It is madness to short a low cap AIM share that could move very sharply upwards.

Tomorrow will tell. KM has acknowledged my questions and advised he wii be able to answer most.

My questions

1.What is value of JV with BCN? How does KDNC realise value?
2.Ditto JV with Hastings.
3.The directors have options that expire at end of February 2019. What are the realistic prospects of them being exercised at the highest price of 2.18p?
4.How will deal with PREM be funded? $5.1m in 5 tranches.
5.Has the company received any bid approaches or offers for for stakes in BCN & EMH ?
6.Has there been any thoughts that Cinovac and Zinnwald could be merged?
7 Did Hannam and Partners discuss their recent valuation with KDNC?

The NPV of $1,25bn was based on lihium price of $11000. Lithium now $16000. NPV probably $2bn

Electric Car Growth Produces Battery Shortages, Carmakers Can’t Match Production With Demand

cleantechnica.com/2018/08/12/electric-car-growth-produces-battery-shortages-carmakers-cant-match-production-with-demand/

StoreDot has developed an innovative variant of the lithium-ion battery technology
used in products from mobile phones to electric cars. It says its batteries will allow a
car to be recharged in five minutes — roughly the time needed to refill a petrol vehicle
— rather than the 30 minutes or more needed at a Tesla Supercharger.
The company received funding in a $60m round led by Daimler last year, and $20m
from BP this year.

Ken Brinsden of Pilbara Minerals: "There is Insatiable Demand for Lithium"

https://www.youtube.com/watch?v=ntndsyB9_cY&list=PLllOkTmDUdh9duVlS-iESxFXTBpyjW4ev

Up 40%. I don't think it helps KDNC but it does show how quickly things can change.

Initial thoughts.

1.What is value of JV with BCN? How does KDNC realise value?
2.Ditto JV with Hastings.
3.The directors have options that expire at end of February 2019. What are the realistic prospects of them being exercised at the highest price of 2.18p?
4.How will deal with PREM be funded? $5.1m in 5 tranches.
5.Has the company received any bid approaches?
6.Has there been any thoughts that Cinovac and Zinnwald could be merged?
7 Did Hannam and Partners discuss their recent valuation with KDNC?

Ivybush. If this is rule it does say must issue notification without delay. Not sure that precludes making information available at AGM presumably followed by RNS

11. An AIM company must issue notification without delay of any new developments which
are not public knowledge which, if made public, would be likely to lead to a significant
movement in the price of its AIM securities. By way of example, this may include matters
concerning a change in:
7
— its financial condition;
— its sphere of activity;
— the performance of its business; or
— its expectation of its performance.

I am not sure you are right as an AGM is a meeting open to all shareholders. I am out of UK but I shall check on my return..

Ivybush. You said in one of your postings that you'd worked in stockbroking since 1960. Please advise me and everybody else. When I have talked with Kiran he has been informative but from time to time he has said ",that would be inside information". Does that apply to information given at AGM?

If we share our questions and then replicate the ones we agree with in our requests we might be more successful.
I was quite successful last time.

Bannor. Are you intending to join webinar? Will you share your questions? I am compiling my list and will post over weekend.

Peter Secker Of BCN is taking a conference call on Monday and there was a positive report from BCN earlier in week. The NPV of Sonora is $1.25b and EBITA of $229m. Link to presentation http://bacanoralithium.com/cms/wp-content/uploads/2018/08/bcn-presentation-august-2018.pdf. In addition there is the potential of Zinnwald.
Keith Coughlan was very positive when he was interviewed by Proactive Investors on 7th.Link here http://www.proactiveinvestors.co.uk/companies/stocktube/10057/european-metals-holdings-to-formally-start-dfs-in-coming-months-10057.html
He does mention mention negotiations with Czech Government and advises that should be agree when holidays out of way.
There seems to be some concern about relationship between KDNC and BCN. Mrs B and TC met with Andrew Sucking and KM in May 2017 to discuss revised options that were approved at AGM;and reported that AS had been with Mark Hohen - chair of BCN- and spoke well of their meeting.
KDNC is hosting a live webinar on 17th- see link http://webcasting.brrmedia.co.uk/broadcast/5b5b215d06c7f84227ae9891 and that is an opportunity to ask questions and the AGM is about 10 days later.
Apart from BCN and EMH there are other possibilities, MMS, Aoroch, San Luis and Zulu and hopefully the webinar will update on these.
Finally is Greenland the elephant in the room???
I do know nothing is certain but to me more plusses than minuses.

Peter Secker Monday and a webcast from KDNC on Friday 17 details in RNS
Issued earlier this week. Shareholders should know more about where KDNC is after these two events.

On Monday next Peter Secker is having a conference call
To participate in the conference call to be held at 3:00 pm UK time on Monday 13 August 2018, please dial 0808 109 0701, (if you are calling from outside of the UK, please dial +44 (0) 20 3003 2701) and enter participant pin 4558345# when prompted to do so. Please note that all lines will be muted with the exception of Company's management, however the Company invites shareholders to submit questions to its public relations adviser, St Brides Partners Ltd, ahead of the call via email. Questions should be sent to shareholderenquiries@stbridespartners.co.uk and should be submitted by 5:00 pm UK time on Friday 10 August 2018.

If you have any problems accessing the call, please contact St Brides Partners Ltd on shareholderenquiries@stbridespartners.co.uk or call +44 (0) 20 7236 1177.

(* https://seekingalpha.com/article/4189890-lithium-miners-news-month-july-2018)

Rich. I have started to draft my questions which are mainly the same as yours but I'll when I complete. I urge others to also email.